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What are the options for automatically sending work order acts?
What are the options for automatically sending work order acts?

Overview of possibilities to set up sending acts options by admin and web users

Updated over a week ago

To set up the automatic sending of work order reports, you can use the "Send completed work order report" section in the Email report settings.

Set up options:

  1. Enable or disable sending work order reports by selecting "Yes" or "No" from the "Send reports" dropdown.

  2. Specify whether to use the client's email address to send the report by selecting "Yes" or "No" from the "Send reports to contact person" dropdown.

  3. If you want to send reports to additional recipients who are relevant to the customer, you can enable the option by selecting "Yes" from the "Send email reports to additional customer’s email" dropdown, and then enter the email addresses in the "List of additional recipients" field.

  4. You can configure when work order reports should be sent based on work order statuses by selecting "Completed" or "Approved" from the "Send work order reports on this status" dropdown.

If in your service process service managers are checking each completed work order and confirming them before invoicing we recommend configuring sending acts with status approved. In this case, service managers need to confirm each completed work order using approve work order action.

Sometimes you don't need to send acts for all work order. In such a case, we have an additional possibility to disable it on the work order type level.

Just go to work order types, select it, click edit, and in settings make sure "Send summary email" is disabled.

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